Baron Wealth Management as of March 31, 2025
Portfolio Holdings for Baron Wealth Management
Baron Wealth Management holds 210 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 22.1 | $50M | 294k | 170.89 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 10.5 | $24M | 229k | 104.57 | |
| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 5.3 | $12M | 468k | 25.72 | |
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 5.0 | $11M | 350k | 32.59 | |
| Snap-on Incorporated (SNA) | 3.5 | $8.1M | 24k | 337.00 | |
| Apple (AAPL) | 3.1 | $7.1M | 32k | 222.13 | |
| Rivian Automotive Com Cl A (RIVN) | 3.1 | $7.0M | 564k | 12.45 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $4.8M | 8.7k | 559.41 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $3.6M | 19k | 193.99 | |
| Microsoft Corporation (MSFT) | 1.4 | $3.3M | 8.7k | 375.41 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $2.7M | 29k | 92.83 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $2.6M | 51k | 50.83 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.2M | 13k | 165.84 | |
| Amazon (AMZN) | 1.0 | $2.2M | 11k | 190.25 | |
| NVIDIA Corporation (NVDA) | 0.8 | $1.9M | 18k | 108.38 | |
| Ford Motor Company (F) | 0.6 | $1.5M | 147k | 10.03 | |
| Visa Com Cl A (V) | 0.6 | $1.4M | 4.0k | 350.50 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 5.0k | 245.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.2M | 2.5k | 468.90 | |
| Netflix (NFLX) | 0.5 | $1.2M | 1.3k | 932.53 | |
| Lowe's Companies (LOW) | 0.5 | $1.2M | 5.0k | 233.25 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.1M | 2.1k | 532.58 | |
| S&p Global (SPGI) | 0.5 | $1.1M | 2.1k | 508.13 | |
| Procter & Gamble Company (PG) | 0.5 | $1.0M | 6.1k | 170.43 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.0M | 2.0k | 514.01 | |
| Analog Devices (ADI) | 0.4 | $1.0M | 5.0k | 201.67 | |
| salesforce (CRM) | 0.4 | $1.0M | 3.8k | 268.37 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.0M | 12k | 81.73 | |
| HEICO Corporation (HEI) | 0.4 | $1.0M | 3.8k | 267.19 | |
| Chevron Corporation (CVX) | 0.4 | $1.0M | 6.0k | 167.29 | |
| Tesla Motors (TSLA) | 0.4 | $959k | 3.7k | 259.16 | |
| Tyler Technologies (TYL) | 0.4 | $930k | 1.6k | 581.39 | |
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.4 | $833k | 25k | 33.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $831k | 5.4k | 154.64 | |
| Fastenal Company (FAST) | 0.4 | $811k | 11k | 77.55 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $799k | 6.7k | 118.94 | |
| Five Below (FIVE) | 0.3 | $788k | 11k | 74.92 | |
| UnitedHealth (UNH) | 0.3 | $778k | 1.5k | 523.78 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $777k | 1.3k | 607.79 | |
| Servicenow (NOW) | 0.3 | $771k | 968.00 | 796.14 | |
| Linde SHS (LIN) | 0.3 | $767k | 1.6k | 465.65 | |
| Gilead Sciences (GILD) | 0.3 | $758k | 6.8k | 112.05 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $758k | 8.9k | 85.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $752k | 4.8k | 156.23 | |
| Wal-Mart Stores (WMT) | 0.3 | $724k | 8.2k | 87.79 | |
| Abbott Laboratories (ABT) | 0.3 | $714k | 5.4k | 132.65 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $707k | 1.3k | 548.17 | |
| Verisk Analytics (VRSK) | 0.3 | $693k | 2.3k | 297.63 | |
| Ardent Health Partners (ARDT) | 0.3 | $683k | 50k | 13.75 | |
| Deutsche Bank A G Namen Akt (DB) | 0.3 | $664k | 28k | 23.83 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $649k | 3.3k | 199.47 | |
| Cisco Systems (CSCO) | 0.3 | $641k | 10k | 61.71 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $626k | 2.4k | 258.65 | |
| Chubb (CB) | 0.3 | $624k | 2.1k | 302.02 | |
| CoStar (CSGP) | 0.3 | $618k | 7.8k | 79.23 | |
| BorgWarner (BWA) | 0.3 | $609k | 21k | 28.65 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $606k | 2.2k | 270.83 | |
| Travelers Companies (TRV) | 0.3 | $588k | 2.2k | 264.41 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $587k | 2.5k | 231.63 | |
| Danaher Corporation (DHR) | 0.3 | $579k | 2.8k | 205.00 | |
| Paychex (PAYX) | 0.3 | $573k | 3.7k | 154.26 | |
| Ecolab (ECL) | 0.3 | $572k | 2.3k | 253.55 | |
| Morgan Stanley Com New (MS) | 0.2 | $561k | 4.8k | 116.67 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $559k | 1.1k | 497.60 | |
| Meta Platforms Cl A (META) | 0.2 | $550k | 954.00 | 576.07 | |
| Bank of America Corporation (BAC) | 0.2 | $535k | 13k | 41.73 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $531k | 3.1k | 172.73 | |
| Rb Global (RBA) | 0.2 | $525k | 5.2k | 100.30 | |
| AFLAC Incorporated (AFL) | 0.2 | $524k | 4.7k | 111.18 | |
| Rollins (ROL) | 0.2 | $524k | 9.7k | 54.03 | |
| McDonald's Corporation (MCD) | 0.2 | $523k | 1.7k | 312.44 | |
| Eli Lilly & Co. (LLY) | 0.2 | $518k | 627.00 | 826.19 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $512k | 7.2k | 71.16 | |
| Banco Santander Adr (SAN) | 0.2 | $512k | 76k | 6.70 | |
| Cintas Corporation (CTAS) | 0.2 | $508k | 2.5k | 205.50 | |
| Wells Fargo & Company (WFC) | 0.2 | $501k | 7.0k | 71.79 | |
| Barclays Adr (BCS) | 0.2 | $492k | 32k | 15.36 | |
| Abbvie (ABBV) | 0.2 | $487k | 2.3k | 209.56 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $467k | 2.8k | 166.00 | |
| Stryker Corporation (SYK) | 0.2 | $457k | 1.2k | 372.17 | |
| Altria (MO) | 0.2 | $455k | 7.6k | 60.02 | |
| Sap Se Spon Adr (SAP) | 0.2 | $455k | 1.7k | 268.45 | |
| Shell Spon Ads (SHEL) | 0.2 | $451k | 6.2k | 73.28 | |
| 3M Company (MMM) | 0.2 | $450k | 3.1k | 146.87 | |
| Caterpillar (CAT) | 0.2 | $435k | 1.3k | 329.82 | |
| Grand Canyon Education (LOPE) | 0.2 | $434k | 2.5k | 173.02 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.2 | $430k | 4.4k | 97.98 | |
| Natwest Group Spons Adr (NWG) | 0.2 | $429k | 36k | 11.92 | |
| West Pharmaceutical Services (WST) | 0.2 | $416k | 1.9k | 223.88 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $414k | 3.1k | 132.45 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $410k | 16k | 25.39 | |
| Nextera Energy (NEE) | 0.2 | $396k | 5.6k | 70.89 | |
| Manulife Finl Corp (MFC) | 0.2 | $393k | 13k | 31.15 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $389k | 7.1k | 54.67 | |
| Union Pacific Corporation (UNP) | 0.2 | $387k | 1.6k | 236.26 | |
| Broadcom (AVGO) | 0.2 | $381k | 2.3k | 167.40 | |
| Allstate Corporation (ALL) | 0.2 | $380k | 1.8k | 207.09 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $379k | 3.1k | 121.95 | |
| Lennox International (LII) | 0.2 | $372k | 664.00 | 560.84 | |
| Ansys (ANSS) | 0.2 | $370k | 1.2k | 316.56 | |
| Equity Residential Sh Ben Int (EQR) | 0.2 | $369k | 5.2k | 71.58 | |
| IDEXX Laboratories (IDXX) | 0.2 | $357k | 850.00 | 419.95 | |
| Boston Scientific Corporation (BSX) | 0.2 | $352k | 3.5k | 100.89 | |
| Walt Disney Company (DIS) | 0.2 | $352k | 3.6k | 98.70 | |
| McKesson Corporation (MCK) | 0.2 | $347k | 516.00 | 672.99 | |
| Automatic Data Processing (ADP) | 0.2 | $346k | 1.1k | 305.45 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $340k | 686.00 | 495.27 | |
| W.W. Grainger (GWW) | 0.1 | $338k | 342.00 | 987.86 | |
| CBOE Holdings (CBOE) | 0.1 | $338k | 1.5k | 226.31 | |
| Mid-America Apartment (MAA) | 0.1 | $338k | 2.0k | 167.61 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $337k | 3.3k | 100.61 | |
| Guidewire Software (GWRE) | 0.1 | $334k | 1.8k | 187.36 | |
| Paycom Software (PAYC) | 0.1 | $334k | 1.5k | 218.48 | |
| Starbucks Corporation (SBUX) | 0.1 | $334k | 3.4k | 98.09 | |
| Unum (UNM) | 0.1 | $333k | 4.1k | 81.46 | |
| Globant S A (GLOB) | 0.1 | $328k | 2.8k | 117.72 | |
| Alcon Ord Shs (ALC) | 0.1 | $328k | 3.5k | 94.93 | |
| Intercontinental Exchange (ICE) | 0.1 | $327k | 1.9k | 172.54 | |
| Emerson Electric (EMR) | 0.1 | $324k | 3.0k | 109.63 | |
| Palo Alto Networks (PANW) | 0.1 | $323k | 1.9k | 170.64 | |
| American Tower Reit (AMT) | 0.1 | $319k | 1.5k | 217.53 | |
| Medtronic SHS (MDT) | 0.1 | $317k | 3.5k | 89.86 | |
| Air Products & Chemicals (APD) | 0.1 | $317k | 1.1k | 294.92 | |
| Jabil Circuit (JBL) | 0.1 | $312k | 2.3k | 136.07 | |
| ON Semiconductor (ON) | 0.1 | $309k | 7.6k | 40.69 | |
| Saia (SAIA) | 0.1 | $305k | 872.00 | 349.43 | |
| Colgate-Palmolive Company (CL) | 0.1 | $302k | 3.2k | 93.69 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $300k | 22k | 13.62 | |
| Motorola Solutions Com New (MSI) | 0.1 | $300k | 685.00 | 437.81 | |
| Ensign (ENSG) | 0.1 | $299k | 2.3k | 129.40 | |
| Zoetis Cl A (ZTS) | 0.1 | $299k | 1.8k | 164.65 | |
| Mueller Industries (MLI) | 0.1 | $296k | 3.9k | 76.14 | |
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $290k | 31k | 9.37 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $289k | 4.4k | 66.44 | |
| ResMed (RMD) | 0.1 | $288k | 1.3k | 223.86 | |
| American Intl Group Com New (AIG) | 0.1 | $288k | 3.3k | 86.93 | |
| Selective Insurance (SIGI) | 0.1 | $286k | 3.1k | 91.54 | |
| Corteva (CTVA) | 0.1 | $285k | 4.5k | 62.93 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $285k | 3.6k | 78.28 | |
| Medpace Hldgs (MEDP) | 0.1 | $283k | 928.00 | 304.69 | |
| Us Bancorp Del Com New (USB) | 0.1 | $282k | 6.7k | 42.22 | |
| Cohen & Steers (CNS) | 0.1 | $281k | 3.5k | 80.25 | |
| Advanced Energy Industries (AEIS) | 0.1 | $274k | 2.9k | 95.31 | |
| Fair Isaac Corporation (FICO) | 0.1 | $273k | 148.00 | 1844.16 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $272k | 3.4k | 80.12 | |
| Goldman Sachs (GS) | 0.1 | $270k | 494.00 | 546.47 | |
| Bristol Myers Squibb (BMY) | 0.1 | $265k | 4.3k | 60.99 | |
| Joyy Ads Repstg Com A (JOYY) | 0.1 | $262k | 6.2k | 41.98 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $260k | 1.6k | 165.46 | |
| TJX Companies (TJX) | 0.1 | $259k | 2.1k | 121.81 | |
| Cabot Corporation (CBT) | 0.1 | $258k | 3.1k | 83.15 | |
| Southern Company (SO) | 0.1 | $256k | 2.8k | 91.96 | |
| Illinois Tool Works (ITW) | 0.1 | $252k | 1.0k | 248.03 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $248k | 3.6k | 69.43 | |
| Kroger (KR) | 0.1 | $244k | 3.6k | 67.69 | |
| Cme (CME) | 0.1 | $243k | 914.00 | 265.40 | |
| Costco Wholesale Corporation (COST) | 0.1 | $240k | 254.00 | 946.22 | |
| Progressive Corporation (PGR) | 0.1 | $239k | 844.00 | 283.06 | |
| EOG Resources (EOG) | 0.1 | $239k | 1.9k | 128.24 | |
| Insight Enterprises (NSIT) | 0.1 | $239k | 1.6k | 149.99 | |
| Sterling Construction Company (STRL) | 0.1 | $238k | 2.1k | 113.21 | |
| FactSet Research Systems (FDS) | 0.1 | $236k | 520.00 | 454.66 | |
| Walgreen Boots Alliance | 0.1 | $236k | 21k | 11.17 | |
| Gartner (IT) | 0.1 | $236k | 561.00 | 419.74 | |
| Encana Corporation (OVV) | 0.1 | $234k | 5.5k | 42.80 | |
| Brown & Brown (BRO) | 0.1 | $232k | 1.9k | 124.41 | |
| Graham Hldgs Com Cl B (GHC) | 0.1 | $232k | 241.00 | 960.89 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $231k | 655.00 | 352.58 | |
| Ge Aerospace Com New (GE) | 0.1 | $230k | 1.2k | 200.19 | |
| Broadridge Financial Solutions (BR) | 0.1 | $229k | 945.00 | 242.52 | |
| Jacobs Engineering Group (J) | 0.1 | $228k | 1.9k | 120.89 | |
| PNC Financial Services (PNC) | 0.1 | $227k | 1.3k | 175.83 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $225k | 1.1k | 196.91 | |
| Fidelity National Information Services (FIS) | 0.1 | $223k | 3.0k | 74.68 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $222k | 5.0k | 44.16 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $220k | 2.1k | 106.04 | |
| Clorox Company (CLX) | 0.1 | $219k | 1.5k | 147.25 | |
| Metropcs Communications (TMUS) | 0.1 | $217k | 815.00 | 266.77 | |
| Haleon Spon Ads (HLN) | 0.1 | $217k | 21k | 10.29 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $216k | 2.2k | 97.58 | |
| Nike CL B (NKE) | 0.1 | $215k | 3.4k | 63.48 | |
| Tenaris S A Sponsored Ads (TS) | 0.1 | $214k | 5.5k | 39.11 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $212k | 870.00 | 244.09 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $211k | 423.00 | 497.71 | |
| Pfizer (PFE) | 0.1 | $209k | 8.3k | 25.34 | |
| Micron Technology (MU) | 0.1 | $209k | 2.4k | 86.89 | |
| Entergy Corporation (ETR) | 0.1 | $209k | 2.4k | 85.49 | |
| Kinsale Cap Group (KNSL) | 0.1 | $205k | 421.00 | 486.71 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $204k | 1.4k | 141.32 | |
| Truist Financial Corp equities (TFC) | 0.1 | $203k | 4.9k | 41.15 | |
| Carlisle Companies (CSL) | 0.1 | $203k | 597.00 | 340.50 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $203k | 2.7k | 76.50 | |
| Popular Com New (BPOP) | 0.1 | $203k | 2.2k | 92.37 | |
| Cal Maine Foods Com New (CALM) | 0.1 | $201k | 2.2k | 90.91 | |
| Dover Corporation (DOV) | 0.1 | $200k | 1.1k | 175.68 | |
| Garrett Motion (GTX) | 0.1 | $177k | 21k | 8.37 | |
| Kinross Gold Corp (KGC) | 0.1 | $161k | 13k | 12.61 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $159k | 10k | 15.46 | |
| Suncoke Energy (SXC) | 0.1 | $150k | 16k | 9.20 | |
| Icl Group SHS (ICL) | 0.1 | $133k | 24k | 5.63 | |
| Playtika Hldg Corp (PLTK) | 0.1 | $122k | 24k | 5.17 | |
| Cleveland-cliffs (CLF) | 0.1 | $119k | 15k | 8.22 | |
| Hooker Furniture Corporation (HOFT) | 0.1 | $119k | 12k | 10.04 | |
| Orla Mining LTD New F (ORLA) | 0.1 | $116k | 12k | 9.35 | |
| Enerflex (EFXT) | 0.0 | $89k | 12k | 7.73 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $85k | 11k | 7.76 | |
| D-wave Quantum (QBTS) | 0.0 | $81k | 11k | 7.60 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $69k | 13k | 5.51 | |
| New Gold Inc Cda (NGD) | 0.0 | $59k | 16k | 3.71 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $52k | 12k | 4.16 |
